Rapid7, Inc. (RPD) Q3 2024 Earnings Call Transcript Summary
Rapid7, Inc. (RPD) Q3 2024 Earnings Call Transcript Summary
Q3 operating income reached $44 million, resulting in a 21% operating margin, above the guided range.The following is a summary of the Rapid7, Inc. (RPD) Q3 2024 Earnings Call Transcript:
以下是Rapid7,Inc.(RPD) 2024年第三季度業績會議記錄摘要：
Financial Performance:
財務表現:
Rapid7 reported Q3 2024 ARR of $823 million, indicating a year-over-year growth of 6%.
Q3 revenue reached $215 million, surpassing the guided range and growing 8% over the previous year.
Q3 operating income reached $44 million, resulting in a 21% operating margin, above the guided range.
Rapid7報告2024年第三季度ARR達到82300萬美元，同比增長6%。
第三季度營業收入達到21500萬美元，超過指導區間並較去年增長8%。
第三季度營業利潤達到4400萬美元，營業利潤率爲21%，超出指導區間。
Business Progress:
業務進展:
Rapid7 continues to see strong demand for its consolidated offerings in threat detection and risk management, contributing significantly to ARR.
The introduction of the Exposure Command platform has led to a 70% increase in pipeline generation for risk management services.
Strategic expansion of Rapid7's partner ecosystem, including the launch of the Rapid7 Partner Academy and Channel Partner Portal, has enhanced the efficiency of demand generation.
Rapid7繼續看到威脅檢測和風險管理綜合產品的強勁需求，大幅促進ARR。
引入Exposure Command平台導致風險管理服務的潛在客戶線索增加了70%。
Rapid7的合作伙伴生態系統戰略擴張，包括推出Rapid7合作伙伴學院和渠道合作伙伴門戶，已經增強了需求生成的效率。
Opportunities:
機會：
With over 11,000 customers and a market potential of approximately 70,000, there is significant room for customer base expansion.
Increased focus on partner-led sales, achieving 90% of new ARR bookings through partnerships, enhancing reach and scale.
擁有超過11,000名客戶和約70,000的市場潛力，客戶基數擴張的空間很大。
加大對合作夥伴主導銷售的關注，通過合作伙伴實現了90%的新ARR預訂，增強了覆蓋範圍和規模。
Risks:
風險：
Continued elongation of sales cycles, especially in large deals in North America, has impacted the timing of revenue recognition and growth rate projections.
Customer budget constraints and the need for additional levels of approval for releasing budget dollars are causing pressure on new ARR.
持續延長銷售週期，特別是在北美的大宗交易中，影響了營業收入確認的時機和增長率的預測。
客戶預算限制以及需要進一步批准釋放預算資金的壓力正在對新ARR產生影響。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
